Create candidate profiles from newly added CRM leads

When a new prospective talent lead is added in Salesforce, automatically create a candidate profile in Workable so recruiters can initiate screening.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Salesforce Explore Salesforce →

Triggers

New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Workable Explore Workable →

Triggers

New candidate applied

Fires when a new candidate applies to a job in Workable.

Candidate stage changed

Fires when a candidate moves to a new pipeline stage in Workable.

Interview scheduled

Fires when an interview is scheduled in Workable.

Offer extended

Fires when an offer is extended to a candidate in Workable.

Actions

Create candidate

Creates a new candidate record in Workable.

Update candidate stage

Moves a candidate to a new pipeline stage in Workable.

Schedule interview

Schedules an interview for a candidate in Workable.

Send offer letter

Sends an offer letter to a candidate via Workable.

Log recruiting milestones on customer records When an offer is extended in Workable, automatically log the milestone activity under the corresponding client profile in Salesforce. See details

Update CRM contact records when candidates apply When a candidate applies in Workable, automatically update or create their contact details in Salesforce to keep sales and recruitment databases synchronized. See details

See all Salesforce + Workable integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create candidate profiles from newly added CRM leads” between Salesforce and Workable?

Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and Workable's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a company integrate Workable with Salesforce?

Recruiting agencies and executive search firms use this connection to align candidate relationships in Workable with client account details and business deals in Salesforce.

Can new CRM contacts automatically become candidate profiles?

Yes, when a potential talent lead is created in Salesforce, a candidate profile can be generated automatically in Workable for recruiting outreach.